AI DOCUMENT INTELLIGENCE
Transform estate documents into trusted data and client deliverables
Luminary’s purpose-built AI turns documents into source-cited intelligence. Automatically surface potential risks and opportunities, then generate a firm-branded estate presentation without manual data entry—enabling a faster path to personalized guidance from the first prospect conversation through every ongoing review.
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Make wealth transfer insight a scalable, ongoing client deliverable
Luminary AI
Luminary AI + Assistant
Luminary AI turns trust and estate documents into a knowledge graph—a connected model of the trusts, entities, fiduciary roles, and planning strategies that make up a household. This gives your team a single source of truth for onboarding, ongoing review, and client-ready work. From anywhere in the household, ask about the plan, projected outcomes, or how to navigate Luminary and receive source-cited answers that draw on the data and analysis already in the record.
Insights
Luminary Insights
Luminary Insights automatically identifies potential opportunities, concerns, and missing documents across the household, drawing on the documents and planning data already in Luminary. Teams can review, prioritize, and track each finding and turn the most relevant insights into client-ready materials—enabling more consistent, personalized guidance across more client relationships.
Estate360
Luminary Estate360
Upload a client’s estate documents and Estate360 automatically creates a complete, firm-branded estate presentation—bringing together a family overview, fiduciary summary, estate diagram, and planning observations in minutes. Any advisor can start a polished client or prospect conversation with zero manual data entry.
